My matters
Custodio Legal
Video tutorials in Spanish
These walkthroughs show the complete flow in the Spanish interface.
Crear y encontrar un asunto extrajudicial
Open on YouTube: Crear y encontrar un asunto extrajudicialRevisar una lista de radicados y ponerla en carga
Open on YouTube: Revisar una lista de radicados y ponerla en cargaActualizar un expediente: datos, partes y bitácora
Open on YouTube: Actualizar un expediente: datos, partes y bitácoraLlevar hitos y gastos de un encargo
Open on YouTube: Llevar hitos y gastos de un encargoCerrar y reabrir un asunto con su desenlace
Open on YouTube: Cerrar y reabrir un asunto con su desenlaceFind the matters you can access at your practice. Open and urgent matters are prioritized within each page; this does not pull urgent matters from other pages to the first one.
Step by step
- Open «Matters» from the menu.
- Filter by Open, On hold or All — closed matters don’t show up here: they live in the Archive.
- If your practice has more than one person, switch between «Mine» and «Whole practice» to see only your own matters or the whole team’s.
- Search by title, matter number or filing number and click «Search». Use search or pagination when it is not on page one; that does not mean it is missing.
- Click a matter to open its file.
- Use «New matter» to create one, or «Import» to bring in several at once.
How you know it worked
The count reflects your filter and search. Open the result and check its title or filing number before editing. Closed operational matters live under the Archive’s «Closed» tab, not «Imported».
If something goes wrong
| What you see | What happened | What to do |
|---|---|---|
| No matter shows up | The filter you chose has no results | Choose «View all» to clear the filter |
| You search for a closed matter and it doesn’t show up | Closed matters left this list | Look for it in the Archive |
| You don’t see the «Mine / Whole practice» switch | Your plan doesn’t have more than one seat | You don’t need it: you already see all your matters |